Why the Fed Is Cutting Despite a Strong Jobs Market

Lucas and Luna break down the Federal Reserve's decision to cut interest rates even as the unemployment rate dropped to 4.2% and nonfarm payrolls hit a record high. They explore the puzzling disconnect between strong headline jobs numbers and the Fed's focus on falling wholesale prices, core CPI at 3.5%, and a ten-year breakeven inflation rate that's slipped to 2.23%. The hosts dig into recent FOMC commentary and market pricing to explain why the central bank is prioritizing inflation credibility over labor market strength—and what that means for the yield curve and bond market volatility. #FederalReserve #InterestRates #JobsReport #UnemploymentRate #CoreCPI #WholesalePrices #Inflation #BondMarket #YieldCurve #TenYearTreasury #BreakevenRate #FOMC #RateCut #MonetaryPolicy #Economics #FexingoBusiness #BusinessPodcast #MacroMemo Keep every episode free: buymeacoffee.com/fexingo